TAX CLIENT INTAKE [IN-PERSON]
1 hour
Schedule an in-person session to file your tax return. Please bring all necessary documents, including but not limited to:
- Unexpired ID/Driver’s License
- Social Security card (for yourself and any dependents)
- Utility bill (if filing as Head of Household)
- W-2 forms (if applicable)
- 1099s (if applicable)
- 1098 (for mortgage interest)
- 1098-T (if you attended college)
- 1099-G (if you received unemployment)
- Any other relevant tax documents
If you have dependents, you must provide proof of dependency with one of the following:
- Immunization records
- School letter
- Doctor’s note
- Medicaid letter
- SNAP budget letter
- Any other official document verifying dependency
During the session, you’ll have the opportunity to ask questions, address concerns, and ensure everything is filed accurately.
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